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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,271 | $175,259-10.3% | $149,723+5.0% | $139,487+12.7% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 15.94% | 166.82%-150.9pp | 134.50%-118.6pp | 373.84%-357.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,517 | $6,522-61.4% | $5,682-55.7% | $6,713-62.5% |
| Admin fee / account holder | $671 | $16,158-95.8% | $13,215-94.9% | $11,407-94.1% |